Home > Evolve Bank & Trust > Fiduciary and Related Services
Evolve Bank & Trust, Fiduciary and Related Services
| 2025-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $579,000 | 293 |
| Number of Managed Accounts | $500,000 | 277 |
| Number of Non-Managed Accounts | $79,000 | 220 |
| Total fiduciary and related assets | $792,197,000 | 285 |
| Managed Assets ($) | $123,466,000 | 360 |
| Non-managed Assets ($) | $668,731,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,900,000 | 194 |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $579,000 | 348 |
| Number of Managed Accounts | $499,000 | 323 |
| Number of Non-Managed Accounts | $80,000 | 293 |
| Total fiduciary and related assets | $773,558,000 | 297 |
| Managed Assets ($) | $121,814,000 | 516 |
| Non-managed Assets ($) | $651,744,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,543,000 | 184 |
| 2024-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $587,000 | 297 |
| Number of Managed Accounts | $506,000 | 280 |
| Number of Non-Managed Accounts | $81,000 | 211 |
| Total fiduciary and related assets | $532,470,000 | 315 |
| Managed Assets ($) | $122,582,000 | 355 |
| Non-managed Assets ($) | $409,888,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,139,000 | 175 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $572,000 | 338 |
| Number of Managed Accounts | $490,000 | 318 |
| Number of Non-Managed Accounts | $82,000 | 240 |
| Total fiduciary and related assets | $538,460,000 | 339 |
| Managed Assets ($) | $116,827,000 | 435 |
| Non-managed Assets ($) | $421,633,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,248,000 | 177 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $0 | 1,483 |
| Fiduciary power exercised | $170 | 1,125 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 384 |
| Number of Managed Accounts | $0 | 376 |
| Number of Non-Managed Accounts | $0 | 371 |
| Total fiduciary and related assets | NA | NA |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $15 | 892 |
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $0 | 1,482 |
| Fiduciary power exercised | $150 | 1,122 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,035 |
| Number of Managed Accounts | $0 | 982 |
| Number of Non-Managed Accounts | $0 | 825 |
| Total fiduciary and related assets | NA | NA |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $16 | 975 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $548,000 | 300 |
| Number of Managed Accounts | $465,000 | 282 |
| Number of Non-Managed Accounts | $83,000 | 214 |
| Total fiduciary and related assets | $417,770,000 | 329 |
| Managed Assets ($) | $108,997,000 | 359 |
| Non-managed Assets ($) | $308,773,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,119,000 | 198 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $557,000 | 357 |
| Number of Managed Accounts | $475,000 | 332 |
| Number of Non-Managed Accounts | $82,000 | 294 |
| Total fiduciary and related assets | $419,578,000 | 361 |
| Managed Assets ($) | $106,871,000 | 529 |
| Non-managed Assets ($) | $312,707,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,926,000 | 73 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $555,000 | 308 |
| Number of Managed Accounts | $476,000 | 288 |
| Number of Non-Managed Accounts | $79,000 | 218 |
| Total fiduciary and related assets | $401,924,000 | 332 |
| Managed Assets ($) | $101,332,000 | 373 |
| Non-managed Assets ($) | $300,592,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,255,000 | 88 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $552,000 | 303 |
| Number of Managed Accounts | $472,000 | 291 |
| Number of Non-Managed Accounts | $80,000 | 210 |
| Total fiduciary and related assets | $407,514,000 | 316 |
| Managed Assets ($) | $104,162,000 | 405 |
| Non-managed Assets ($) | $303,352,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,477,000 | 92 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $637,000 | 256 |
| Number of Managed Accounts | $557,000 | 246 |
| Number of Non-Managed Accounts | $80,000 | 194 |
| Total fiduciary and related assets | $401,071,000 | 301 |
| Managed Assets ($) | $120,571,000 | 333 |
| Non-managed Assets ($) | $280,500,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,459,000 | 155 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $635,000 | 292 |
| Number of Managed Accounts | $555,000 | 277 |
| Number of Non-Managed Accounts | $80,000 | 273 |
| Total fiduciary and related assets | $405,400,000 | 341 |
| Managed Assets ($) | $126,062,000 | 483 |
| Non-managed Assets ($) | $279,338,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,479,000 | 249 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $637,000 | 257 |
| Number of Managed Accounts | $561,000 | 247 |
| Number of Non-Managed Accounts | $76,000 | 203 |
| Total fiduciary and related assets | $400,715,000 | 298 |
| Managed Assets ($) | $120,639,000 | 322 |
| Non-managed Assets ($) | $280,076,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,372,000 | 246 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $641,000 | 276 |
| Number of Managed Accounts | $563,000 | 266 |
| Number of Non-Managed Accounts | $78,000 | 216 |
| Total fiduciary and related assets | $436,429,000 | 323 |
| Managed Assets ($) | $114,390,000 | 387 |
| Non-managed Assets ($) | $322,039,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,966,000 | 260 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $644,000 | 258 |
| Number of Managed Accounts | $565,000 | 248 |
| Number of Non-Managed Accounts | $79,000 | 204 |
| Total fiduciary and related assets | $396,948,000 | 298 |
| Managed Assets ($) | $109,916,000 | 323 |
| Non-managed Assets ($) | $287,032,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,106,000 | 247 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $640,000 | 289 |
| Number of Managed Accounts | $558,000 | 272 |
| Number of Non-Managed Accounts | $82,000 | 284 |
| Total fiduciary and related assets | $398,210,000 | 331 |
| Managed Assets ($) | $107,918,000 | 487 |
| Non-managed Assets ($) | $290,292,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,563,000 | 209 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $626,000 | 256 |
| Number of Managed Accounts | $543,000 | 250 |
| Number of Non-Managed Accounts | $83,000 | 200 |
| Total fiduciary and related assets | $413,975,000 | 285 |
| Managed Assets ($) | $103,562,000 | 325 |
| Non-managed Assets ($) | $310,413,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,956,000 | 213 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $636,000 | 275 |
| Number of Managed Accounts | $553,000 | 267 |
| Number of Non-Managed Accounts | $83,000 | 216 |
| Total fiduciary and related assets | $410,877,000 | 313 |
| Managed Assets ($) | $101,741,000 | 379 |
| Non-managed Assets ($) | $309,136,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,560,000 | 216 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $648,000 | 254 |
| Number of Managed Accounts | $564,000 | 244 |
| Number of Non-Managed Accounts | $84,000 | 203 |
| Total fiduciary and related assets | $401,941,000 | 282 |
| Managed Assets ($) | $98,032,000 | 326 |
| Non-managed Assets ($) | $303,909,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,642,000 | 187 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $645,000 | 291 |
| Number of Managed Accounts | $560,000 | 269 |
| Number of Non-Managed Accounts | $85,000 | 282 |
| Total fiduciary and related assets | $407,300,000 | 317 |
| Managed Assets ($) | $103,999,000 | 499 |
| Non-managed Assets ($) | $303,301,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,043,000 | 197 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $650,000 | 256 |
| Number of Managed Accounts | $563,000 | 245 |
| Number of Non-Managed Accounts | $87,000 | 194 |
| Total fiduciary and related assets | $395,092,000 | 296 |
| Managed Assets ($) | $101,274,000 | 331 |
| Non-managed Assets ($) | $293,818,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,741,000 | 187 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $654,000 | 269 |
| Number of Managed Accounts | $566,000 | 257 |
| Number of Non-Managed Accounts | $88,000 | 205 |
| Total fiduciary and related assets | $403,867,000 | 313 |
| Managed Assets ($) | $103,524,000 | 368 |
| Non-managed Assets ($) | $300,343,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,088,000 | 192 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $657,000 | 270 |
| Number of Managed Accounts | $567,000 | 257 |
| Number of Non-Managed Accounts | $90,000 | 204 |
| Total fiduciary and related assets | $400,369,000 | 311 |
| Managed Assets ($) | $100,885,000 | 372 |
| Non-managed Assets ($) | $299,484,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,781,000 | 171 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $696,000 | 278 |
| Number of Managed Accounts | $603,000 | 256 |
| Number of Non-Managed Accounts | $93,000 | 271 |
| Total fiduciary and related assets | $393,342,000 | 306 |
| Managed Assets ($) | $100,329,000 | 493 |
| Non-managed Assets ($) | $293,013,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,646,000 | 167 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $701,000 | 262 |
| Number of Managed Accounts | $610,000 | 246 |
| Number of Non-Managed Accounts | $91,000 | 202 |
| Total fiduciary and related assets | $425,464,000 | 304 |
| Managed Assets ($) | $103,230,000 | 377 |
| Non-managed Assets ($) | $322,234,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,760,000 | 166 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $704,000 | 263 |
| Number of Managed Accounts | $615,000 | 249 |
| Number of Non-Managed Accounts | $89,000 | 208 |
| Total fiduciary and related assets | $390,921,000 | 319 |
| Managed Assets ($) | $105,965,000 | 378 |
| Non-managed Assets ($) | $284,956,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,090,000 | 158 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $713,000 | 265 |
| Number of Managed Accounts | $624,000 | 247 |
| Number of Non-Managed Accounts | $89,000 | 209 |
| Total fiduciary and related assets | $393,260,000 | 319 |
| Managed Assets ($) | $105,735,000 | 380 |
| Non-managed Assets ($) | $287,525,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,111,000 | 157 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $695,000 | 286 |
| Number of Managed Accounts | $610,000 | 259 |
| Number of Non-Managed Accounts | $85,000 | 289 |
| Total fiduciary and related assets | $334,719,000 | 346 |
| Managed Assets ($) | $107,591,000 | 497 |
| Non-managed Assets ($) | $227,128,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,757,000 | 242 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $695,000 | 268 |
| Number of Managed Accounts | $605,000 | 248 |
| Number of Non-Managed Accounts | $90,000 | 206 |
| Total fiduciary and related assets | $394,776,000 | 319 |
| Managed Assets ($) | $102,669,000 | 375 |
| Non-managed Assets ($) | $292,107,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,439,000 | 264 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $684,000 | 272 |
| Number of Managed Accounts | $597,000 | 250 |
| Number of Non-Managed Accounts | $87,000 | 208 |
| Total fiduciary and related assets | $411,309,000 | 308 |
| Managed Assets ($) | $111,762,000 | 376 |
| Non-managed Assets ($) | $299,547,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,344,000 | 291 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $610,000 | 283 |
| Number of Managed Accounts | $585,000 | 256 |
| Number of Non-Managed Accounts | $25,000 | 310 |
| Total fiduciary and related assets | $453,887,000 | 293 |
| Managed Assets ($) | $429,485,000 | 255 |
| Non-managed Assets ($) | $24,402,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $825,000 | 262 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $601,000 | 305 |
| Number of Managed Accounts | $544,000 | 273 |
| Number of Non-Managed Accounts | $57,000 | 396 |
| Total fiduciary and related assets | $463,822,000 | 280 |
| Managed Assets ($) | $451,969,000 | 243 |
| Non-managed Assets ($) | $11,853,000 | 542 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,867,000 | 270 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $591,000 | 285 |
| Number of Managed Accounts | $534,000 | 260 |
| Number of Non-Managed Accounts | $57,000 | 258 |
| Total fiduciary and related assets | $462,081,000 | 279 |
| Managed Assets ($) | $451,338,000 | 241 |
| Non-managed Assets ($) | $10,743,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,106,000 | 273 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $574,000 | 292 |
| Number of Managed Accounts | $519,000 | 269 |
| Number of Non-Managed Accounts | $55,000 | 265 |
| Total fiduciary and related assets | $461,030,000 | 283 |
| Managed Assets ($) | $451,316,000 | 242 |
| Non-managed Assets ($) | $9,714,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,352,000 | 281 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $570,000 | 291 |
| Number of Managed Accounts | $514,000 | 269 |
| Number of Non-Managed Accounts | $56,000 | 261 |
| Total fiduciary and related assets | $435,656,000 | 287 |
| Managed Assets ($) | $425,089,000 | 243 |
| Non-managed Assets ($) | $10,567,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $757,000 | 267 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $539,000 | 329 |
| Number of Managed Accounts | $365,000 | 333 |
| Number of Non-Managed Accounts | $174,000 | 208 |
| Total fiduciary and related assets | $421,276,000 | 294 |
| Managed Assets ($) | $407,656,000 | 255 |
| Non-managed Assets ($) | $13,620,000 | 529 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,763,000 | 279 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $521,000 | 305 |
| Number of Managed Accounts | $349,000 | 310 |
| Number of Non-Managed Accounts | $172,000 | 161 |
| Total fiduciary and related assets | $373,660,000 | 312 |
| Managed Assets ($) | $359,994,000 | 266 |
| Non-managed Assets ($) | $13,666,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,046,000 | 283 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $487,000 | 314 |
| Number of Managed Accounts | $319,000 | 324 |
| Number of Non-Managed Accounts | $168,000 | 160 |
| Total fiduciary and related assets | $357,532,000 | 330 |
| Managed Assets ($) | $343,674,000 | 283 |
| Non-managed Assets ($) | $13,858,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,315,000 | 292 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $469,000 | 317 |
| Number of Managed Accounts | $308,000 | 330 |
| Number of Non-Managed Accounts | $161,000 | 169 |
| Total fiduciary and related assets | $328,387,000 | 349 |
| Managed Assets ($) | $315,696,000 | 296 |
| Non-managed Assets ($) | $12,691,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $747,000 | 278 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $442,000 | 378 |
| Number of Managed Accounts | $273,000 | 412 |
| Number of Non-Managed Accounts | $169,000 | 219 |
| Total fiduciary and related assets | $394,444,000 | 312 |
| Managed Assets ($) | $254,312,000 | 329 |
| Non-managed Assets ($) | $140,132,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,549,000 | 295 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $416,000 | 333 |
| Number of Managed Accounts | $259,000 | 345 |
| Number of Non-Managed Accounts | $157,000 | 165 |
| Total fiduciary and related assets | $480,971,000 | 279 |
| Managed Assets ($) | $303,516,000 | 299 |
| Non-managed Assets ($) | $177,455,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,989,000 | 288 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $364,000 | 355 |
| Number of Managed Accounts | $230,000 | 352 |
| Number of Non-Managed Accounts | $134,000 | 173 |
| Total fiduciary and related assets | $460,956,000 | 282 |
| Managed Assets ($) | $292,241,000 | 303 |
| Non-managed Assets ($) | $168,715,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,223,000 | 302 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $286,000 | 378 |
| Number of Managed Accounts | $154,000 | 374 |
| Number of Non-Managed Accounts | $132,000 | 179 |
| Total fiduciary and related assets | $427,335,000 | 294 |
| Managed Assets ($) | $253,963,000 | 324 |
| Non-managed Assets ($) | $173,372,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $647,000 | 293 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $243,000 | 531 |
| Number of Managed Accounts | $114,000 | 623 |
| Number of Non-Managed Accounts | $129,000 | 259 |
| Total fiduciary and related assets | $407,729,000 | 299 |
| Managed Assets ($) | $245,778,000 | 326 |
| Non-managed Assets ($) | $161,951,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,369,000 | 398 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $214,000 | 367 |
| Number of Managed Accounts | $85,000 | 370 |
| Number of Non-Managed Accounts | $129,000 | 184 |
| Total fiduciary and related assets | $466,904,000 | 266 |
| Managed Assets ($) | $224,198,000 | 320 |
| Non-managed Assets ($) | $242,706,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $984,000 | 401 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $205,000 | 373 |
| Number of Managed Accounts | $177,000 | 350 |
| Number of Non-Managed Accounts | $28,000 | 300 |
| Total fiduciary and related assets | $453,536,000 | 267 |
| Managed Assets ($) | $226,842,000 | 312 |
| Non-managed Assets ($) | $226,694,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $683,000 | 394 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $187,000 | 377 |
| Number of Managed Accounts | $149,000 | 358 |
| Number of Non-Managed Accounts | $38,000 | 288 |
| Total fiduciary and related assets | $499,990,000 | 256 |
| Managed Assets ($) | $216,425,000 | 316 |
| Non-managed Assets ($) | $283,565,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $298,000 | 423 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $176,000 | 641 |
| Number of Managed Accounts | $157,000 | 545 |
| Number of Non-Managed Accounts | $19,000 | 710 |
| Total fiduciary and related assets | $403,656,000 | 282 |
| Managed Assets ($) | $216,890,000 | 321 |
| Non-managed Assets ($) | $186,766,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,143,000 | 419 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $140,000 | 368 |
| Number of Managed Accounts | $132,000 | 348 |
| Number of Non-Managed Accounts | $8,000 | 343 |
| Total fiduciary and related assets | $378,565,000 | 291 |
| Managed Assets ($) | $190,218,000 | 322 |
| Non-managed Assets ($) | $188,347,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $792,000 | 435 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $169,000 | 366 |
| Number of Managed Accounts | $124,000 | 348 |
| Number of Non-Managed Accounts | $45,000 | 271 |
| Total fiduciary and related assets | $364,372,000 | 291 |
| Managed Assets ($) | $167,167,000 | 325 |
| Non-managed Assets ($) | $197,205,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $526,000 | 434 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $154,000 | 366 |
| Number of Managed Accounts | $109,000 | 348 |
| Number of Non-Managed Accounts | $45,000 | 265 |
| Total fiduciary and related assets | $365,133,000 | 288 |
| Managed Assets ($) | $181,023,000 | 324 |
| Non-managed Assets ($) | $184,110,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $240,000 | 461 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $158,000 | 671 |
| Number of Managed Accounts | $0 | 1,373 |
| Number of Non-Managed Accounts | $158,000 | 239 |
| Total fiduciary and related assets | $251,691,000 | 350 |
| Managed Assets ($) | $0 | 1,372 |
| Non-managed Assets ($) | $251,691,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $888,000 | 427 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $142,000 | 374 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $142,000 | 179 |
| Total fiduciary and related assets | $241,521,000 | 339 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $241,521,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $615,000 | 435 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $141,000 | 380 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $141,000 | 179 |
| Total fiduciary and related assets | $256,134,000 | 345 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $256,134,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $386,000 | 461 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $83,000 | 393 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $83,000 | 221 |
| Total fiduciary and related assets | $236,881,000 | 355 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $236,881,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $194,000 | 460 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $73,000 | 908 |
| Number of Managed Accounts | $0 | 1,440 |
| Number of Non-Managed Accounts | $73,000 | 409 |
| Total fiduciary and related assets | $209,829,000 | 397 |
| Managed Assets ($) | $0 | 1,439 |
| Non-managed Assets ($) | $209,829,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,238,000 | 351 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $152,000 | 366 |
| Number of Managed Accounts | $29,000 | 371 |
| Number of Non-Managed Accounts | $123,000 | 198 |
| Total fiduciary and related assets | $196,527,000 | 349 |
| Managed Assets ($) | $5,834,000 | 380 |
| Non-managed Assets ($) | $190,693,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,086,000 | 323 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $153,000 | 368 |
| Number of Managed Accounts | $30,000 | 372 |
| Number of Non-Managed Accounts | $123,000 | 197 |
| Total fiduciary and related assets | $186,263,000 | 348 |
| Managed Assets ($) | $6,332,000 | 379 |
| Non-managed Assets ($) | $179,931,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $592,000 | 362 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $155,000 | 372 |
| Number of Managed Accounts | $33,000 | 376 |
| Number of Non-Managed Accounts | $122,000 | 198 |
| Total fiduciary and related assets | $194,181,000 | 358 |
| Managed Assets ($) | $9,176,000 | 383 |
| Non-managed Assets ($) | $185,005,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $308,000 | 354 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $146,000 | 719 |
| Number of Managed Accounts | $31,000 | 970 |
| Number of Non-Managed Accounts | $115,000 | 318 |
| Total fiduciary and related assets | $185,923,000 | 417 |
| Managed Assets ($) | $4,093,000 | 1,125 |
| Non-managed Assets ($) | $181,830,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $892,000 | 407 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $136,000 | 369 |
| Number of Managed Accounts | $29,000 | 365 |
| Number of Non-Managed Accounts | $107,000 | 207 |
| Total fiduciary and related assets | $174,302,000 | 346 |
| Managed Assets ($) | $3,111,000 | 378 |
| Non-managed Assets ($) | $171,191,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $587,000 | 442 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $122,000 | 379 |
| Number of Managed Accounts | $25,000 | 376 |
| Number of Non-Managed Accounts | $97,000 | 219 |
| Total fiduciary and related assets | $169,319,000 | 352 |
| Managed Assets ($) | $2,161,000 | 386 |
| Non-managed Assets ($) | $167,158,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $358,000 | 465 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $106,000 | 382 |
| Number of Managed Accounts | $20,000 | 378 |
| Number of Non-Managed Accounts | $86,000 | 225 |
| Total fiduciary and related assets | $147,155,000 | 355 |
| Managed Assets ($) | $1,473,000 | 388 |
| Non-managed Assets ($) | $145,682,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $188,000 | 458 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $103,000 | 859 |
| Number of Managed Accounts | $19,000 | 1,097 |
| Number of Non-Managed Accounts | $84,000 | 408 |
| Total fiduciary and related assets | $138,023,000 | 472 |
| Managed Assets ($) | $1,468,000 | 1,292 |
| Non-managed Assets ($) | $136,555,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,372,000 | 341 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $91,000 | 408 |
| Number of Managed Accounts | $20,000 | 407 |
| Number of Non-Managed Accounts | $71,000 | 248 |
| Total fiduciary and related assets | $182,739,000 | 374 |
| Managed Assets ($) | $1,876,000 | 413 |
| Non-managed Assets ($) | $180,863,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $956,000 | 357 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $24,000 | 437 |
| Number of Managed Accounts | $3,000 | 419 |
| Number of Non-Managed Accounts | $21,000 | 339 |
| Total fiduciary and related assets | $163,436,000 | 387 |
| Managed Assets ($) | $70,000 | 424 |
| Non-managed Assets ($) | $163,366,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $594,000 | 382 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,000 | 451 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $4,000 | 407 |
| Total fiduciary and related assets | $171,275,000 | 394 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $171,275,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $361,000 | 338 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,000 | 1,584 |
| Number of Managed Accounts | $0 | 1,582 |
| Number of Non-Managed Accounts | $2,000 | 1,144 |
| Total fiduciary and related assets | $110,265,000 | 581 |
| Managed Assets ($) | $0 | 1,581 |
| Non-managed Assets ($) | $110,265,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $469,000 | 607 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,000 | 438 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $2,000 | 404 |
| Total fiduciary and related assets | $109,435,000 | 392 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $109,435,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $347,000 | 606 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,000 | 443 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $2,000 | 409 |
| Total fiduciary and related assets | $94,680,000 | 401 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $94,680,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $189,000 | 659 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,000 | 444 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $2,000 | 409 |
| Total fiduciary and related assets | $94,235,000 | 405 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $94,235,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $137,000 | 589 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,000 | 1,629 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $2,000 | 1,176 |
| Total fiduciary and related assets | $94,235,000 | 615 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $94,235,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $463,000 | 603 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $386,000 | 579 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $315,000 | 534 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,505 |
| Fiduciary power exercised | $0 | 1,863 |
| Fiduciary or related activity | $0 | 1,786 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,380 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,516 |
| Fiduciary power exercised | $0 | 1,867 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,788 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $0 | 1,786 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,557 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,529 |
| Fiduciary power exercised | $0 | 1,877 |
| Fiduciary or related activity | $0 | 1,783 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,548 |
| Fiduciary power exercised | $0 | 1,881 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,480 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,569 |
| Fiduciary power exercised | $0 | 1,895 |
| Fiduciary or related activity | $0 | 1,801 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,418 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,574 |
| Fiduciary power exercised | $0 | 1,898 |
| Fiduciary or related activity | $0 | 1,821 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,812 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $0 | 1,810 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,582 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,582 |
| Fiduciary power exercised | $0 | 1,908 |
| Fiduciary or related activity | $0 | 1,824 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,547 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,602 |
| Fiduciary power exercised | $0 | 1,920 |
| Fiduciary or related activity | $0 | 1,840 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,518 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,610 |
| Fiduciary power exercised | $0 | 1,930 |
| Fiduciary or related activity | $0 | 1,848 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,441 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,631 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,873 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,865 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $0 | 1,862 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,641 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,649 |
| Fiduciary power exercised | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,599 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,665 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,577 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,686 |
| Fiduciary power exercised | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,699 |
| Fiduciary power exercised | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,713 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,623 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,731 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |